Finally, you created some reports and dashboards to monitor and analyze your business data. Next, you added business logic with the formula language and flow builder. You then customized the user experience by using drag-and-drop editors. You started by creating the simple data model and the default user interface for managing suggestions. You did it! You built a simple suggestions management app, all without a single line of code. Choose the donut chart and in the Value dropdown select Record Count.In the Report Search, look for Suggestions: By Status and select it. Click the +Component button to add a component.Type the Dashboard Name as Suggestions Dashboard and create it on the default Private Dashboards folder.Go to the Dashboards tab and click New Dashboard.Dashboards can show data in charts, gauges, tables, and metrics. Create a Dashboardĭashboards in Salesforce are like a dashboard in your car, showing you important information at a glance. The donut chart displays above the report results and shows the total number of open suggestions by status. Click the dropdown by the Edit button and then click Save.In the Chart Title type Suggestions Status and in Value dropdown, choose Record Count.Click the c hart properties gear icon and choose Donut chart.Click Save and then Save & Run which leads to the Report Results view click the Add Chart button to Add chart to this report.Click the Edit button, then in the Groups search, enter Status and select Status.Type Suggestions: By Status as the report name.From the Report Results view of the Suggestions: Status of Open Suggestions report, click the dropdown by Edit and choose Save As.Tabular reports don’t include charts, so let’s copy the report and make a Summary report. It’s often a good idea to give users a visual way to understand the data in your report. (If you don’t want this report to be accessible to everyone, create a folder and give different people different levels of access to it.)Ĭreate a Summary Report and a Report Chart
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